1. Ad-hoc reporting with OTBI – No more pain or wasted time.
10848
Girish Kotecha
Consultant, AST Corporation
Room No. CC 3RD FL 301A
April 10, 2019

2. Applications Software Technology
Focus on 12
Industries
Oracle Industry Specializations
Pillar Partner
Go-To Partner
Cloud Marketplace
Strong Oracle
Partnership
Oracle University Partner 24
Years of Experience
400+
Cloud- Certified Employees
Six Time Oracle Excellence Award Winner
Global Presence
Off-shore Delivery 24x7 Support
30+ Specializations/CEI
Cloud ERP
Cloud HCM
Cloud SCM
CPQ
Database
Cloud EPM
Analytics
PaaS
IDM
WebCenter
Autonomous Cloud
Tester
Automated testing solution
Straight Talk Real Results

3. Agenda
Overview of OTBI
BI Composer
BI Answers
Infolets
Q & A

4. Oracle Cloud Reporting Overview

5. Oracle Transactional Business Intelligence
OTBI is used to build reports :
- Having Transactional Data – like invoices, payments,
receipts etc.
- For Ad hoc reports.
- For Dashboards and Infolets
- For charts and graph outputs
- Flexible outputs

6. Oracle Transactional Business Intelligence
Subject Areas
Analysis
Dashboards
Infolets

7. Oracle Transactional Business Intelligence
Oracle Transaction Business Intelligence (OTBI)
Pre-defined Subject Areas Provided by Oracle
Create analysis
Easier tool for the end user to create analysis

8. Oracle Transactional Business Intelligence

9. Oracle Transactional Business Intelligence
Pre-defined Transactional BI Subject Areas:

10. Oracle Transactional Business Intelligence
OTBI reports can be build using :
BI Composer – Simple straight
forward UI, walks you through
the steps to create report
BI Answers – Robust functionality
for more advanced users.

11. Oracle Transactional Business Intelligence
BI Composer:

12. Oracle Transactional Business Intelligence
BI Answers:

13. Oracle Transactional Business Intelligence
BI Answers:

14. Title
Dashboards:

15. Title
Infolets:

16. BI Composer

17. BI Composer:
Navigate to Home > Tools > Reports and Analytics

18. BI Composer:
Navigate to Home > Tools > Reports and Analytics

19. BI Composer:
Navigate to Home > Tools > Reports and Analytics

20. BI Composer: Navigate to Home
Expand the folders and choose the field(s)
These fields will be displayed as columns
Data Fields can be chosen from different folders
Choose the following fields (Double click the field or drag and drop to the “Selected Columns” section)
Transaction Details > General Information > Transaction Number
Invoice Details > General Information > Transaction Date
Transaction Amounts> Transaction Entered Amount
Bill-to Customer > Bill-to Customer Details > Bill-to Customer Name
Bill-to Customer > Bill-to Customer Details> Bill-to Customer Number

21. BI Composer:
Select Columns - Select data fields and click next

22. BI Composer:
Select View- Select View, enter the title and select table or graph view and click next.

23. BI Composer:
Sort and Filter - Select the field to sort and set filters.

24. BI Composer:
Highlight - Enter the threshold values and click next

25. BI Composer:
Save – Save the analysis to My Folder or Shared Folder

26. BI AnSWERS

27. BI Answers:
Navigate to Home > Tools > Reports and Analytics

28. BI Answers:
Click on Book/Catalog Icon.

29. BI Answers:
Creating new Analysis
- Click on New > Analysis

30. BI Answers:
Select Subject Area
- Close Real Time Subject
Areas only.

31. BI Answers:
Select one or more data fields

32. BI Answers:
Select one or more data fields

33. BI Composer: Select data Fields
Expand the folders and choose the field(s)
These fields will be displayed as columns
Data Fields can be chosen from different folders
Choose the following fields (Double click the field or drag and drop to the “Selected Columns” section)
Transaction Details > General Information > Transaction Number
Invoice Details > General Information > Transaction Date
Transaction Amounts> Transaction Entered Amount
Bill-to Customer > Bill-to Customer Details > Bill-to Customer Name
Bill-to Customer > Bill-to Customer Details> Bill-to Customer Number

34. BI Answers:
Select Data Fields

35. BI Answers:
Add filters

36. BI Answers:
Enter the operator and Value to set fileters.

37. BI Answers:
Filters and Conditions

38. BI Answers:
Click on the Results tab

39. BI Answers:
Re-order Columns – On the “Results” tab, click on the “Transaction Date” column and drag and place it after the “Transaction Source” column.

40. BI Answers:
Formatting Options

41. BI Answers:
Column properties : Custom Headings

42. BI Answers:
Sorting Date

43. BI Answers:
Sorting multiple columns

44. BI Answers:
Supress/Un-suppress a data field.

45. BI Answers: Click on the “Criteria” tab
Suppress/Un-Suppress a Data Field
Click on the “Criteria” tab
Click on “Properties” for Trx Date column
Click on “Column Format” tab
Change the “Value Suppression” option to Repeat
Click OK

46. BI Answers:
Suppress/Un-Suppress a Data Field

47. BI Answers: Click on “Results” tab to see the data output
Invoice Date is repeated

48. BI Answers:
Prompts/User Input

49. BI Answers:
Select the column for prompt

50. BI Answers:
Set the prompt properties

51. BI Answers:
Set prompt properties and save analysis

52. BI Answers:

53. BI Answers:
Export output to different formats

54. BI Answers:
Functions

55. BI Answers:
Functions

56. Dashboard

57. Dashboard:
Dashboard Prompt

58. Dashboard:
Set prompt properties and save

59. Dashboard:
New -> Dashboard

60. Dashboard:
Enter the name and location

61. Dashboard:
Dashboard

62. Dashboard:
Enter the threshold values and click next

63. Dashboard:
Drag and drop sections

64. Dashboard:
Navigate and add the Prompts and Analysis to dashboard

65. Dashboard:
To Run dashboard Navigate to Home > Tools > Reports and Analytics

66. Dashboard:
Navigate to the dashboard and click view

67. Dashboard:
Dashboard results

68. Dashboard:
Enter the threshold values and click next

69. Infolets

70. Infolets:
Create a graph using analysis

71. Infolets:
Custom analysis can be added to the infolets page.

72.
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